Managing Employee Accrual Rules

Background

Once you have set up your company-level time off accrual rules, you can assign them to employees and view which rules are assigned.  You can assign new company rules to employees at the time you create a company rule.  You can also add and remove personal accrued time off rules on an individual employee.

How to Add or Remove Accrual Rules for Employees

1. Go to Settings > Payroll Settings > Time Off Accruals
   OR
   Payroll > Payroll Tasks > Manage Time Off > Time Off Accrual tab
2. Choose the accrual rule you want to change employee assignments and click “Edit.”
3. Change the employees assigned to this rule by checking or unchecking each employee name. 
4. Click Save.

The rule will immediately begin to accrue with the employee’s first paycheck after the rule is assigned. 

If you need to manually add or remove hours to an employee’s balance of time off hours, see Editing an Employee’s Time-Off Balance.

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